Fortress Financial Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Fortress Financial Solutions’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$569K	Buy	7,155 +597	+9%	+$48K	0.59%	38
2025 Q4	$529K	Buy	6,558 +502	+8%	+$40.5K	0.54%	36
2025 Q3	$492K	Buy	6,056 +1,318	+28%	+$106K	0.54%	37
2025 Q2	$382K	Buy	4,738 +245	+5%	+$19.3K	0.48%	42
2025 Q1	$354K	Buy	4,493 +170	+4%	+$13.5K	0.51%	38
2024 Q4	$340K	Buy	+4,323	New	+$343K	0.48%	40

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fortress Financial Solutions's HYG Position: Q1 2026 in Review

Fortress Financial Solutions increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.1% in Q1 2026, buying an estimated $48K and bringing the position to 7,155 shares worth $569K. The position accounts for 0.59% of the portfolio, ranked #38.

Fortress Financial Solutions first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Fortress Financial Solutions held 7,155 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $569K as of Q1 2026.
Fortress Financial Solutions bought 597 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $48K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.59% of Fortress Financial Solutions's portfolio in Q1 2026, its #38 holding.
Fortress Financial Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.